GIFT AND ESTATE/INHERITANCE TAX PLANNING

Despite the significant increase in the estate and gift tax minimum exemption amounts, indexing of the minimum exemption amounts and reduction in the top estate tax rate, estate and gift taxes can still impact many taxpayers. Globalview professionals provide estate and gift tax-related valuation services to trust and estate planning attorneys, high-net worth individuals, trustees, family offices, tax advisors, and other professionals.

Key services include business, securities, and intellectual property valuations. Our team members have deep experience quantifying valuation discounts for operating entities, family limited partnerships, and similar entities. Our team members also have deep experience in the valuation of intellectual property, which is increasingly important in tax-related transfers.